Financial credentials
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
3 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2024-present
- Planning Consultant, Fidelity Investments, 2021-2024
- Financial Advisor, Edward Jones, 2020-2021
Education
- J.D. Thomas M. Cooley Law School
- B.S. Northeastern University